See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,946 | $115,708-91.4% | $65,255-84.8% | $139,434-92.9% |
| Participation rate | 66.7% | 67.8%-1.2pp | 65.0%+1.7pp | 80.3%-13.7pp |
| Annual return | 28.26% | 31.19%-2.9pp | 47.35%-19.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,496 | $4,240+76.8% | $2,831+164.8% | $6,710+11.7% |
| Admin fee / account holder | $450 | $6,698-93.3% | $4,112-89.1% | $11,403-96.1% |